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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,737 | $180,462+57.2% | $154,111+84.1% | $135,379+109.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.88% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $8,522 | $6,036+41.2% | $5,298+60.9% | $4,779+78.3% |
| Participant deferral / active EE | $3,692 | $5,806-36.4% | $5,081-27.3% | $5,609-34.2% |
| Admin fee / account holder | $225 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |